Reporting _ Scott Tunbridge _ Op Mgmt to Perf Excel.pdf

1 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

San Francisco 2011 October 2–6, 2011

Latin America 2011 December 6–8, 2011

Tokyo 2012 April 4–6, 2012


Operational Management To Performance Excellence Scott Tunbridge APAC Program Director EPM/BI


Management Excellence: The Next Competitive Edge

Time

Competitive Advantage

OPERATIONAL EXCELLENCE

MANAGEMENT EXCELLENCE


Operational Systems Performance Management Systems & BI

Their roles in the Enterprise


Management Excellence Definitions

•  Enterprise Performance Management •  Business Intelligence Tools


Enterprise Performance Management is a Discipline that Enables Management to: Link strategies to plans and execution,

Monitor financial and operational results against goals, and applying analytics to

Drive enterprise-wide performance improvement.


Improve Stakeholder Value

Sources: IBM CFO study 2008, Hackett 2007; Accenture’s “Finance And Performance Management Mastery, 2004”

WORLD CLASS EPM ORGANIZATIONS DELIVER 2.4 TIMES MORE EQUITY MARKET RETURN THAN THEIR INDUSTRY PEERS

12.4

Peer Group Best in Class


Business Intelligence is a set of Tools and Applications that Enable Management to: Bring understanding to millions of rows of data Empower business users with easy to use systems

Initiate changes to business operations and functions

Support business performance disciplines


Tools to support different questions used for measuring and improving performance

Ad-Hoc Query & Analysis

Standardized Reporting

Future Past

Forward-looking Questions

Historical Questions

Situational Questions

Modeling and Forecasting

Present


Cost

So why did companies adopt ERP?

Standardisations

Scalability

Scope

Innovation

Single Vendor


ECONOMIC VALUE ADDED

(EVA)

ANALYZE PERFORMANCE

GOAL SETTING

SCORECARDS FINANCIAL REPORTING

VARIANCE ANALYSIS

ROLLING FORECAST

OPERATIONAL PLANNING

MONITOR RESULTS

Excel & Best of Breed

How do we do Performance Management today?

Multiple Vendors

Custom Integration

Ongoing Support & Dev

Departmental

Inconsistency in business decisions

Lack of business alignment

Low predictability in performance


•  “One-off”, ad-hoc analyses are difficult to re-use •  Scenario modeling is manual and time intensive •  Difficult to link strategy to the real-world facts

Fact: Disconnect Between Analytics and Action

What Happened? Why Did it Happen?

Take Action Who Does What?

How to Optimize Across Alternatives?


•  Multiple BI tools impact analytical productivity

•  Flawed view of business performance

•  Emergence of shadow BI projects

•  Higher costs from fragmented BI infrastructure

Fact: Expensive Analytic Silos Perceived as Quick Fix

MARKETING

FINANCE

MANUFACTURING

SALES


Fact: BI Requirements Continually Evolve •  50% of analytic requirements changed in the first year

•  Difficult to incorporate new or emerging data sources

•  Expensive to integrate BI with IT infrastructure

•  Development risk is result

50% CHANGE


Oracle’s Strategy Complete. Open. Integrated.

• Engineered to work together • Tested together • Certified together • Packaged together • Deployed together • Upgraded together • Supported together • Managed together


Oracle EPM & Business Intelligence Continued Investment and Innovation

1995 2011 2000 2005

Embedded Business Intelligence

Oracle Exadata Hyperion EPM System

BI Applications Enterprise BI Platform

Data Mining Ad Hoc Query

Database Reporting OLAP

Oracle Business Intelligence 11g

8i 9i 10g 10g R3 10g R5 11g 2.0 BI Releases 1.2 8.3 1.6


Intelligent Decision Cycle Analytics Power Intelligent Business Processes

1 What Happened?

4 Take Action Who Does What?

2 Why Did it Happen?

3 How to Optimize Across Alternatives?


OLTP & ODS Systems

Data Warehouse Data Mart

Packaged Applications

(Oracle, SAP, Others)

Excel XML/Office

Business Process

OLAP Sources

Exadata Unstructured & Semi-Structured

Complete Open Integrated. Oracle Business Intelligence 11g

Common Enterprise Information Model •  Common Metadata Foundation across all Data Sources •  Common Security, Access Control, Authorization, Auditing •  Common Request Generation and Optimized Data Access Services •  Common Clustering, Workload Management, & Deployment •  Common Systems & Operational Lifecycle Management

Interactive Dashboards

Reporting & Publishing

Ad-hoc Analysis

Detect & Alert

Office Integration

Search Embedded Data Integration

Mobile Scorecards Collaborate

Common Business Intelligence Foundation

Interactive Dashboards

Reporting & Publishing

Ad-hoc Analysis

Detect & Alert

Office Integration

Search Embedded Data Integration

Mobile Scorecards Collaborate

OLTP & ODS Systems

Data Warehouse Data Mart

Packaged Applications

(Oracle, SAP, Others)

Excel XML/Office

Business Process

OLAP Sources

Exadata Unstructured & Semi-Structured


Packaged BI Applica/ons Business Intelligence EE 11gR1

CRM ERP

ORACLE BI ENTERPRISE EDITION

AND OTHER OPERATIONAL AND ANALYTIC SOURCES

Sales

Marke/ng Service and Contact Center

Price Loyalty

Financials Procurement and Spend

Supply Chain and Order

Management

Projects Human Resources


Credit Suisse Manages Headcount Oracle HR Analytics, OBIEE and PeopleSoft HCM 9.0

Before

§  Tactical only solution available to small (60 users) population

§  No single set of HR processes and analytic reports

§  Primary focus on reactive reporting §  Little visibility in to employee performance,

retention, and attrition

Global private and investment banking and asset management company

Operates in over 50 countries around the globe

Over 46,000 employees globally

After

§  Standardized HR reporting platform providing intelligent analysis used by 8,000 line managers

§  Reduced workforce costs and increased employee productivity

§  Increased ability to understand HR business drivers and the effects on the workforce


Shortens Budget Cycle by Implementing 18 Month Rolling Forecast

World's 5th largest Airline, celebrated its 75th anniversary in 2009 Operates 2,750 daily departures;133 domestic, 132 international destinations Named Fortune magazine No1 World's Most Admired Airline

Before

§  30% of FP&A time spent on data management §  Thousands of spreadsheets exist with embedded

calculations, macros & links §  Excessive review time and multiple iterations due

to extended budget cycle §  Security issues with having data residing in offline

Excel spreadsheets

After

§  Move to a 18 month rolling forecast to allow for shorter budgeting process

§  Replaced 1000’s of excel spreadsheets

§  Web-based data entry for Workforce Planning (Mgmt, Reservations agents)

§  Enabled for local currency input and automated currency translation

§  Driver-based calculations using Operational Statistics

22

SINGLE ENTERPRISE

INFORMATION MODEL

The New Standard for Management Excellence Oracle’s Integrated Solution

DETECT

ANALYZE ACT

MODEL

SINGLE ENTERPRISE

INFORMATION MODEL

•  Sales •  Marketing •  Service •  Contact Center •  Price •  Loyalty

• Financial Services • Communications • Healthcare • Retail

•  Financials •  HR •  Procure & Spend •  Projects •  Supply Chain •  Order Mgt •  Logistics

• Scorecard • Strategic Planning • Financial Close • Planning & Forecasting • Profitability Management


Standardise systems

How should we be doing Performance Management?

Embrace the Enterprise

Leverage Integration Stop recreating the wheel

Empower your users

Define Align Refine


Oracle Fusion Human Capital Management

Reporting _ Scott Tunbridge _ Op Mgmt to Perf Excel.pdf

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